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Technology Stocks : Intel Corporation (INTC)

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To: Tony Viola who wrote (147237)	11/9/2001 11:14:16 AM
From: Road Walker	Read Replies (1) of 186894

Tony, re: Ostensibly, may be due to their living off inventories. Than again, maybe not. I don't know the distribution of flash customers for each flash company, but I suspect they mostly drink out of the same trough. Maybe it's just weakness at AMD's customers, but I guess they are getting beat on a competitive basis. John

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